Investment & Financial Advisory Services

We're here to help guide you to the financial security you deserve

Financial Advice from Local Pros

Introducing our wealth management experts, The McBride Group

Get practical advice and a local perspective that will make managing your finances a breeze.

The McBride Group

We've joined forces with The McBride Group to offer top-notch investment and consulting services to members in Sonoma and Napa counties. Whether you're saving for retirement, planning for the future, or simply seeking some expert guidance, The McBride Group is your go-to source.

Contact the McBride Group:

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Golden State Wealth Management

Community First partnered with Golden State Wealth Management to bring unparalleled financial services to members in Clearlake, Lakeport, Ukiah, and Fort Bragg. With over 50 years of experience, their expert team offers comprehensive investment strategies supported by unbiased research and cutting-edge technology.As a Community First member, you'll have access to a wide range of services tailored to your needs, including:

  • Equity Investments
  • Portfolio Reviews
  • Comprehensive Asset Management
  • Business Retirement Planning
  • Estate Planning
  • Life Insurance and Policy Reviews
  • Financial Planning
  • Asset Protection

Contact Jim Goetz, our experienced wealth manager
Broker Check

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Illustrated hand holding cellphone with digital banking open

Depositing Checks Via Smartphone

Sign, snap, submit. Done!
Yup, it's that easy

Remember these three things when depositing a check from your phone:
  1. Endorse the back of your check with "For CFCU Mobile Deposit Only"
  2. Keep your check for 90 days after deposit
  3. Make sure you enter the amount of the check correctly, and do not hit “Submit Deposit” twice
CFCU Mobile App-image of  a smart phone with the cfcu logo on the screen

Local on the Go

Check your balance, transfer funds, deposit money, and manage your cards all from the palm of your hand with online banking

Have some more questions?

Reach out or visit your local branch

Investment advice and brokerage services are offered by the independent investment advisors or brokers or dealers described above. Community First is not an investment advisor or registered broker or dealer. In obtaining investment advisory or other services with the entities cited above, Members deal exclusively with those organizations with regard to brokerage or investment advisory services. The Credit Union is not affiliated with any entity described more fully in the links below.

The Credit Union receives compensation in connection with Member accounts referred to the cited entities. Securities or other investments purchased through the entities described above are not guaranteed by the Credit Union, and are not subject to share or deposit insurance through the National Credit Union Administration or Federal Deposit Insurance Corporation or any other federal or state deposit guarantee fund relating to financial institution, or any other agency of the U.S. government. Investment activities involve risk, and may decrease in value.

By clicking links to third-party websites, you are leaving the Community First Credit Union website. Any information provided to third parties is the responsibility of such third parties, and is not subject to the Community First Credit Union privacy or other policies. Consult the privacy disclosures on third party websites for more information. Lastly, should you want to examine the FINRA Broker Check website:

Frequently Asked Questions

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